Engagement Tracks
Where is your highest-leverage challenge?
Outside your walls - in the market, the pipeline, the deal?
Or inside them, in how you build, innovate, and operate?
Track 1 · Revenue-Facing
Revenue · Sales ·
Market Channels ·
Key Partnerships ·
Go-to-Market
Most businesses select Track 1 when revenue is below potential, pipeline is unpredictable, pricing is inconsistent, international expansion is needed, or their commercial story isn't landing with key clients, enterprise buyers.
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Segmentation model and ICP clarity, sales efficiency
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Coverage design aligning rep time to margin
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Pricing discipline and value-based negotiation
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Pipeline cadence with actionable KPIs
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Sales hiring profile and onboarding playbook
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Pre-acquisition or post-acquistion sales talent or channel review
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Go-to-market strategy: where to play, how to win
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Strategic partnership identification and deal structuring
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International entry or channel expansion
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Marketing–sales alignment to reduce cycle time
Track 2 · Capability-Facing
AI Integration · Innovation · Product · Services · Supply Chain/Risk
Track 2 is best when your product line is aging, AI is on the agenda with no clear ownership, delivery is eroding trust, services revenue is unclaimed, or innovation decisions are made by "gut feel" rather than customer need or data.
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Voice of customer: structured discovery to validated insight
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Roadmap discipline tied to margin and market demand
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Stage-gate or lean innovation cadence design
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Launch readiness: commercial–ops–quality alignment
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Portfolio decisions: build, buy, partner, or retire
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AI readiness assessment and deployment roadmap
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Process automation targeting highest-cost workflows
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IoT and services monetization with recurring revenue models
Our Services
Structure scales to your urgency, growth stage, and how much
internal capacity you want to build versus borrow.
1
Commercial Diagnostic
or Focus Project
30-90 Days
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Commercial Diagnostic (sales and/or channel review)
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Business Development Review
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Sales / Negotiation Coaching, Sales Process Adoption
- Market, Competitive Analysis
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Pitch or Key Note Presentation
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Negotiations: Outside Sales and/or Internal CAPEX
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Innovation Sprint (including voice of customer review)
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Supply Chain Risk Review
Best for first engagement, specific initiative, board-mandated diagnostic
2
Fractional Retainer
3-18 Months (2-3 Days/Week)
Launching the first 90 days of new commercial leadership strategy or cornerstone product/service.
Embedded leadership with
monthly deliverables and shared accountability for revenue targets.
You get a CXO-level operator without the full-time overhead -
and a peer accountable for outcomes, not hours.
Best for sustained commercial transformation, significant product launch, regional expansion, and/or commercial AI integration
*most frequent engagement*
3
Full Scale Build + Transfer
6+ Months, Determined by Scope and Expected Timeline
Full system implementation with an internal owner enabled and trained to run it. Includes a success milestone fee. For companies that want the commercial engine running independently after the engagement ends.
Best for companies with an internal successor identified, post-acquisition integration, or planning international market expansion
What the First 90 Days Look Like...
Every engagement begins the same way - with a diagnosis (going to GEMBA), not assumptions. What gets built after that depends entirely on what your NEEDS are. Avoiding assumption is critical.
Diagnose...
30-minute discovery call to determine fit and track.
If there's a match, a structured diagnostic follows - commercial audit, pipeline review, or innovation assessment, depending on the approach selected.
Design...
Prioritized plan built from diagnostic findings. Not a slide deck - a living plan that becomes the implementation roadmap, with clear owners, timelines, and success metrics.
Deploy & Embed...
The system gets built alongside your team, not handed off to them.
Embedded 2-3 days/week, shared accountability for outcomes. The engagement ends when the engine runs on its own.